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A Breakdown of Chamath Palihapitiya’s 2021 Portfolio

Cooper Academy

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Published on Jan 21, 2021
In this video take a deeper look into the key positions of Chamath Palihapitiya's portfolio in 2021...

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Chamath Palihapitiya, I don’t if you guys know much about him he’s one of the better modern day investors of our time. He founded the venture capital firm Social Capital and has achieved amazing results with his investing company so far.

Between 2011 and 2019, Social Capital has delivered a gross absolute return of 997 percent, this is more than three times the 325 percent returns from the S&P 500. If we look at that annually, that’s an average return of 32.9%. Not bad in the slightest…

What I’m going to cover in this video is Chamath’s portfolio over at social capital.
Now they own 74 different investments in their portfolio. However most of these investments, are private which we can’t invest in. So instead of going over 74 different investments I’m going to pick out the ones that are relevant to us. The major investments that he’s made, and the major ones that we too can invest in…

Investment 1: Tesla

What I’ll first point out about each one of his positions, is we do not know the exact size that he has in each one. He doesn’t have to disclose this, his investing company social capital is not public. Unfortunately.

One of the stocks that Chamath has been a long-time investor in is, Tesla. Tesla, I’m sure you know what the company does, they’re the electric vehicle and clean energy company.

Now this is clean energy part is the game changer. Why? Because the world is quickly clicking on, how important sustainable energy is. At the end of the day there’s only so long that you can keep polluting the earth. before things go bad. So the world wants to change to a better form of energy and this is where Tesla comes in. They are the king when it comes to electrification and decarbonization.

This is why Chamath says the company can be worth a lot more money than it is today because of how big the market actually is…

He said “There are trillions of dollars of bonds, of CAPEX and of value sitting inside the energy generation infrastructure of the world that's going to go upside down. And when that goes pear-shaped, Tesla will double and triple again."
“Delivering clean energy and allowing the world to be sustainable is an incredibly important thing that will be rewarded by markets and individuals,”.

That’s what we’ve seen so far with Tesla and the way the world’s going we’ll only see more…

Investment 2: Slack

So Chamath, he’s a big fan of finding companies that have high potential and then betting big on them. One of those investments is slack. In-fact he wished that he put he put even more money into slack from day 1.

He said “one of our biggest investments is a company called Slack. And I still think to myself why did we not lead every single round and write the entirety of the fund into that company. It was obvious from day 1 that Stuart Butterfield is an iconic CEO and that slack is going to be one of the most important tech companies in the world…”.

So, those are big words. You know slack at the moment is valued at $24 billion dollars. It’s a publicly traded stock that we can all buy. And if Chamaths words do come to fruition slack would be worth trillions of dollars. Just like the other largest companies in the world.

That means it’s got the potential to not just 10x it’s original investment, but get 20, 30, 50 times a return. This is why he invested so heavily into it, he saw irregular risk, compared to return…

So I just want to quickly explain what slack is for those who don’t know.
Think of email. We’ve had email for how many years… Around 50 years. And it’s technology has not really been updated. This is where slack fits in. Unlike email, conversations in Slack are easy to follow.

They’re more than conversations — you can make calls, share files, and connect with other apps. So just think of it like a modernized version of email.
Similar to how Facebook is a modernized version of Bebo and msn messenger.

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DISCLAIMER: It's important to note that I am not a financial adviser and you should do your own research when picking stocks to invest in. These are just some of my viewpoints, by no means would I recommend watching one YouTube video and then immediately buying that stock. This video was made for educational and entertainment purposes only. Consult your financial adviser.
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